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RAMHX vs WFATX
RAMHX vs WFATX Comparison
Open Charts RAMHX vs WFATX
American Funds American Balanced R2E
Price$36.32
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
Allspring Index Asset Allocation Instl
Price$43.62
Change+$0.10 (+0.23%)
VolumeN/A
CapitalizationN/A
RAMHX vs WFATX Comparison Chart
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RAMHX vs. WFATX commentary
Nov 23, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is RAMHX is a StrongBuy and WFATX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 238B vs. WFATX (1.35B). RAMHX pays higher dividends than WFATX: RAMHX (1.84) vs WFATX (1.18). RAMHX was incepted earlier than WFATX: RAMHX (10 years) vs WFATX (8 years). RAMHX is a more actively managed with annual turnover of: 171.00 vs. WFATX (11.00). RAMHX has a lower initial minimum investment than WFATX: RAMHX (250) vs WFATX (1000000). RAMHX annual gain was more profitable for investors over the last year : 20.22 vs. WFATX (14.18). RAMHX return over 5 years is better than : 33.84 vs. WFATX (25.31).
| RAMHX | WFATX | RAMHX / WFATX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 8 years | - |
| Gain YTD | 14.467 | 16.003 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 1.35B | 17,617% |
| Annual Yield % from dividends | 1.84 | 1.18 | 157% |
| Returns for 1 year | 20.22 | 14.18 | 143% |
| Returns for 3 years | 10.99 | -3.39 | -324% |
| Returns for 5 years | 33.84 | 25.31 | 134% |
| Returns for 10 years | 46.99 | N/A | - |